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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
1701
Peoples Bank (Ohio)
Ohio
$253K -$506 -5 -0.2%
FUBT
1702
First United Bank & Trust
Maryland
$253K -$6.07K -60 -2%
CCM
1703
Cohen Capital Management
California
$253K – – –
BA
1704
Birinyi Associates
Connecticut
$253K -$25.3K -250 -9%
PEA
1705
Park Edge Advisors
Ohio
$253K +$253K +2,498 New
SA
1706
Strategic Advisors
New York
$252K +$101 +1 +0%
WA
1707
Wealth Advisors
California
$251K – – –
MCM
1708
Marathon Capital Management
Maryland
$250K -$506 -5 -0.2%
RW
1709
Rede Wealth
Virginia
$248K -$6.17K -61 -2%
MMA
1710
Miracle Mile Advisors
California
$248K -$13.5K -133 -5%
CCG
1711
Coastwise Capital Group
California
$248K -$44.5K -440 -15%
RIA
1712
Richwood Investment Advisors
Ohio
$247K – – –
ACP
1713
Aveo Capital Partners
Colorado
$247K +$247K +2,440 New
CI
1714
Carroll Investors
South Carolina
$247K – – –
EWM
1715
Evermay Wealth Management
Virginia
$246K -$3.07K -30 -1%
OWA
1716
One Wealth Advisors
California
$246K -$8.2K -81 -3%
CICI
1717
Capital Investment Counsel Inc
North Carolina
$246K +$246K +2,431 New
LPT
1718
Legacy Private Trust
Wisconsin
$246K +$607 +6 +0.2%
S
1719
SimplyRich
California
$246K – – –
SAM
1720
SignalPoint Asset Management
Missouri
$246K +$202 +2 +0.1%
SAM
1721
Security Asset Management
New York
$246K – – –
SWP
1722
ShoreHaven Wealth Partners
New Jersey
$245K -$12.3K -122 -5%
SEIA
1723
Signature Estate & Investment Advisors
California
$245K +$245K +2,423 New
CRC
1724
Curi RMB Capital
Illinois
$245K -$29.9K -295 -11%
FFA
1725
Fragasso Financial Advisors
Pennsylvania
$244K +$244K +2,412 New
67 68
69
70 71